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Review available Doppler project roles for a new contact

Put role options where the setup handoff can see them, without interrupting the workflow to search.

Trigger

Contact Created Trigger

Contact Created Trigger

Action

List Project Roles

Tool to list all available project roles in Doppler. Use when you need to retrieve all roles for permission management or to see what roles are available.

Why this helps

Role selection context can be hard to find when account setup and contact work happen in separate tools.

  • Retrieve the Doppler project roles available in the workspace.
  • Include returned role details in the new contact report.
  • Make role review easier during setup.

Setup

Build it in a few focused steps.

  • 1Connect HubSpot and Doppler once in the Notis portal.
  • 2Create an automation from Automations, New Automation, and name it for project role review.
  • 3In one instruction, ask Notis to list Doppler project roles and summarize their returned names and metadata.
  • 4Pick the HubSpot Contact Created trigger and choose where run reports go.
  • 5Test with one real contact and review the role details.

Questions about this workflow

Can this assign a role to someone?

No. It lists available project roles for review. The allowed action list does not include assigning roles.

Can it show what permissions a role has?

Use the project role permissions action when you need the available permission list. The role list may include only the role details it returns.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Hubspot to Doppler. A trigger fires from one place; an action lands in another.

Hubspot triggers

Doppler actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Authenticated User Info

Tool to retrieve information about the authenticated user or token. Use when you need to verify authentication status or get details about the current token's workplace and permissions.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Config Log

Tool to retrieve a specific config log from Doppler. Use when you need to view details about a particular configuration change or event.

ActionInstant

Contact Created Trigger

Contact Created Trigger

TriggerInstant

List Config Logs

Tool to retrieve configuration change logs for a specific config in a project. Use when you need to view the history of configuration changes, track who made changes, or identify rollback actions.

ActionInstant

Deal Stage UpdatedTrigger

Deal Stage UpdatedTrigger

TriggerInstant

Get Config

Tool to retrieve a specific Doppler config by project and config name. Use when you need to get configuration details for a specific project environment.

ActionInstant

List Doppler Configs

Tool to list configurations from a Doppler project. Use when you need to retrieve all configs or filter by environment. Supports pagination for large result sets.

ActionInstant

Create Encrypted Share Link

Tool to generate a Doppler Share link by sending an encrypted secret. Use when you need to securely share secrets with end-to-end encryption. The receive flow is end-to-end encrypted where the encrypted secret will be decrypted on the recipient's browser.

ActionInstant

Create Plain Text Share Link

Tool to generate a Doppler Share link by sending a plain text secret. Use when you need to securely share secrets with expiration controls. The secret is not stored in plain text by Doppler; the receive flow is end-to-end encrypted where the encrypted secret is decrypted in the browser.

ActionInstant

List Environments

Tool to list all environments in a Doppler project. Use when you need to retrieve the environments available in a specific project.

ActionInstant

Connect any two apps with Notis in the middle.

Hubspot and Doppler, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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